Roberto is a national accounts manager at RBC GAM, based in the Boston office. In this role, he supports the National Accounts team through client engagement, prospecting initiatives, and due diligence reporting to enhance partnerships and support the team’s overall growth. Prior to this role, Roberto was a senior sales analyst, supporting the institutional sales team. Before joining the firm full time in 2023, Roberto participated in the RBC Wealth Management Generalist Program, where he completed rotations in the Equity Portfolio Advisory Group and Fixed Income Strategies at RBC Dominion Securities and Institutional Sales at RBC GAM. Before the rotational program, Roberto worked as a financial advisor for a well-known Canadian financial institution. As part of his responsibilities, he constructed portfolio strategies, analyzed the investment objectives of retail investors, and built and engaged a diverse client base by providing goal-based advice. Roberto began his career in the financial services industry in 2014. Roberto holds an MBA from the University of Western Ontario, and a Bachelor of Arts in Economics from the University of Manitoba. He is also a CFA® charterholder.